CSR- Commercial Lines
- Employer
- CE Insurance Services, Inc.
- Location
- Saint Petersburg, Florida
- Salary
- Competitive compensation plan; Great benefits including medical, dental, vision and education reimbu
- Posted
- Apr 21, 2022
- Closes
- Jun 20, 2022
- Category
- Broker / Agent, Customer Service, Underwriting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Commercial Lines CSR
- Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
- Process endorsement requests and endorsements and send follow up requests to carriers.
- Input transactions in billing system to generate invoices.
- Process confirmed cancellations and audits as well as rein-statements.
- Input and update Accord applications in system as directed.
- Assist with policy rating and process changes on carrier websites.
- Check carrier communication logs and process as needed.
- Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
- Prepare policy books for large clients.
- Actively pursue referral opportunities to other departments.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Monitor personal continuing education requirements to ensure compliance with licensing requirements.
Requirements
- Florida 4-40 or 2-20 License Required
- Experience dealing with multiple insurance carriers
- Knowledge of Applied "EPIC" Agency Management System beneficial
- Proficient with Microsoft Word & Excel
For immediate consideration please email your resume in a Word document to jeff@ceinsurance.com.